JOB DESCRIPTION:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

JOB DESCRIPTION:

This job is responsible for moderately complex activities supporting the assignment, sourcing, gathering, furnishing and movement of financial and client information and data. Key responsibilities include fund setup, client identification data, pricing, and cost basis reporting. A Job expectations include providing quality service and effective operations support for internal business partners and external clients.

SKILLS:

• Account Management
• Attention to Detail
• Customer and Client Focus
• Written Communications
• Analytical Thinking
• Oral Communications
• Prioritization
• Problem Solving
• Collaboration
• Recording/Organizing Information
• Research
• Result Orientation

LINE OF BUSINESS JOB DESCRIPTION:

Wealth Management Operations (WMO) provides end-to-end operational support that drives the client experience for Wealth Management advisory partners and their clients.
As part of Wealth Management Operations (WMO), Investment Information Management Organization, this position is an Information Management Analyst within Wealth Management Performance Operations group. This group is responsible for maintaining timeliness and accuracy of client investment performance returns for branch office network.

REQUIRED SKILLS:

• Ability to work well with internal and external team partners
• Able to manage workload during high volume periods
• Strong written and verbal communication skills
• Strict attention to detail and accuracy
• Must be available to work extended hours during periods of high volume.
• Excellent organization skills; ability to prioritize and handle multiple tasks independently
• Proficient PC skills, including Microsoft Excel and Outlook

DESIRED SKILLS:

• Investment Performance Reporting Experience
• Prior experience working with the review or reconciliation of transactional/security data for investment products (i.e. cost basis, pricing, corporate actions, etc.)
• Strong understanding of financial markets and investment assets, to include equity, fixed income, and alternative investment securities.
• Process Efficiency
• Oral Communication
• Written Communication
• Critical Thinking
• Data Analysis
• Research
• Problem Solving
• Multitasking
• Collaborating
• Presentation Skills
• Risk Management
• Microsoft Excel
• Microsoft Outlook

RESPONSIBILITIES:

• Performs moderately complex activities supporting the assignment, sourcing, gathering, furnishing and movement of financial and client information and data according to the established guidelines and procedures
• Responds to moderately complex client inquiries via numerous channels to support operational efficiency and quality client service
• Reviews and approves required account documentation
• Identifies risk and opportunities for process improvement based on an understanding of how the work impacts other operational units
• Maintains knowledge of operational processes and assists in training less experienced team members

RESPONSIBILITIES:

• Performs quality assurance reviews, testing and training to ensures high performance accuracy of performance metrics and quality standards
• Supports inquiries and requests received from the line of business in a timely manner
• Evaluates efficiencies and identifies areas of improvement and growth to the overall process
• Ensures all assigned daily initiatives, deliverables, and events are completed timely and accurately
• Supports risk management and audit processes, including identification of issues, development of mitigation strategies, and exam preparation
• Reviews and updates procedures as needed to ensure they are accurate and up to date
• Adhering to record retention guidelines and standards